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Find The Best Financial Advisors in Colorado

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

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How To Find The Best Financial Advisors in Colorado

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and 1226 non-vetted financial advisors in Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Colorado have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Colorado

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Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

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Curt Clegg

AMA Financial Partners

357 McCaslin blvd
#200

Louisville, CO 80027

720-647-6501

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Darren Meyer

Everest Wealth Advisors

8400 E. Prentice Ave
Suite 1010

Greenwood Village, CO 80111

720-826-1092

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Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

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Mark Starosciak

Infinium Investment Advisors, LLC

50 South Steele Street
#830

Denver, CO 80209

720-253-1818

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Matthew Kelley

Gold Medal Waters

4551 13th Street

Boulder, CO 80304

720-887-1299

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Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

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Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

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Allworth Financial

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237

888-242-6766

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Asbury Wealth Partners

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

Top Financial Advisor Firms in Colorado (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
JANUS HENDERSON INVESTORS
151 Detroit Street,
Denver, CO, 80206
104652 $269,270,176,628 7222 A percentage of AUM, Performance Based
TRANSAMERICA ASSET MANAGEMENT, INC.
1801 California Street, Suite 5200
Denver, CO, 80202
107376 $88,624,009,784 142 A percentage of AUM, Fixed fees
EMPOWER ADVISORY GROUP, LLC
8515 East Orchard Rd 4t2,
Greenwood Village, CO, 80111
112058 $83,075,998,298 96580 A percentage of AUM, Fixed fees
EMPOWER CAPITAL MANAGEMENT, LLC
8515 East Orchard Road, 2t3,
Greenwood Village, CO, 80111
107272 $58,624,561,186 41 A percentage of AUM
PUBLIC TRUST ADVISORS, LLC
717 17th Street, Suite 1850
Denver, CO, 80202
159189 $51,499,621,412 76 A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
MERCER GLOBAL ADVISORS INC.
1200 17th Street, Suite 500
Denver, CO, 80202
147363 $34,011,524,251 61972 A percentage of AUM, Fixed fees
CETERA ADVISORS LLC
5299 Dtc Blvd, Suite 800
Greenwood Village, CO, 80111
10299 $24,025,594,747 84769 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
ARROWMARK COLORADO HOLDINGS, LLC
100 Fillmore Street, Suite 325
Denver, CO, 80206
149120 $21,793,929,553 175 A percentage of AUM, Performance Based
ALPS ADVISORS, INC.
1290 Broadway, Suite 1000,
Denver, CO, 80203
134340 $18,876,170,687 8 A percentage of AUM, Fixed fees
KSL CAPITAL PARTNERS
100 St. Paul Street, Suite 800
Denver, CO, 80206
155677 $17,987,833,412 33 A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
BEAR CREEK ASSET MANAGEMENT, LLC
1200 17th Street, Suite 970
Denver, CO, 80202
137677 $13,780,095,000 179 A percentage of AUM, Performance Based
PROPRIETARY CAPITAL, LLC
1800 Larimer Street, Suite 1825
Denver, CO, 80202
125139 $13,193,254,000 54 A percentage of AUM, Performance Based
NORTHWOOD INVESTORS LLC
1819 Wazee Street,
Denver, CO, 80202
161406 $11,022,472,477 29 A percentage of AUM, Performance Based, Other (ACQUISITION FEE)
1888 INVESTMENTS, LLC
1401 Lawrence Street, Suite 1920
Denver, CO, 80202
312491 $6,771,104,920 58 A percentage of AUM, Performance Based
COOK STREET CONSULTING, INC.
5299 Dtc Blvd, Suite 1000
Greenwood Village, CO, 80111
112829 $6,163,849,485 30 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Colorado

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Bradford A Gann
Inquire with Bradford
2438 Research Pkwy, Ste 105 Colorado Springs, CO 80920 719-328-1050
Brightside Wealth Advisors
Inquire with Brightside
1881 9th St, Ste 302 Boulder, CO 80302 720-565-6117
Barbara Davidman
Inquire with Barbara
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 720-488-2411
Arthur Segall
Inquire with Arthur
5251 Dtc Parkway, Suite 1500 Greenwood Village, CO 80111 720-488-2361
Barnai Asset Management, LLC
Inquire with Barnai
2890 18th Street, Boulder, CO 80304 303-601-1410
Accrue Financial Services
Inquire with Accrue
1430 Larimer Street, Suite 203 Denver, CO 80202 303-906-6073
Brian Lindsey
Inquire with Brian
121 South Tejon St, Suite 700 Colorado Springs, CO 80903 719-475-3637
Andrea Shortino
Inquire with Andrea
16 Inverness Pl E, Bldg B Englewood, CO 80112 720-266-1010
Anthony Baldassari
Inquire with Anthony
1550 Market St, Suite 600 Denver, CO 80202 303-572-4016
Anchor Insurance
Inquire with Anchor
4601 Eagleridge Place, #120 Pueblo, CO 81008 719-225-3805

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